Romeo "Ro" Lazzarone, LUTCF® The Lazzarone Group, LLC brings together two generations, with over 40 years combined service, of business and personal insurance, and financial services experience to their customers. Today, Dale and Ro and their staff provide services in the areas of business continuation solutions, executive benefits, retirement strategies, estate planning, health insurance, charitable giving, life insurance, Long Term Care Insurance and employee benefits. Through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency, Dale and Ro are able to provide a wide array of products and services, including mutual funds*, and variable annuities*. While our client list is long and varied, three areas we specialize in are: financial and estate strategies, closely held business solutions, and employee benefits. Of course, preparing for your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and/or financial products can best help you meet your objectives.
|